Client Relationships Investment Assistant Laval

Client Relationships Investment Assistant Laval

22 Sep
|
Desjardins Group
|
Laval

22 Sep

Desjardins Group

Laval

Become an Investment Assistant at Desjardins, enhancing client interactions and managing securities solutions in a hybrid setting. Focus on tailored investment opportunities and relationship building. As part of the team, you will be responsible for developing strategic relationships with members and clients, facilitating effective communication on investment products.

Your expertise in mutual funds and exchange-traded funds will shine as you implement unique solutions for client needs, ensuring a high level of satisfaction. Key Responsibilities:
Provide essential compliance and budget oversight
Coordinate with services to address daily operational issues
Manage client cheque deposits accurately and efficiently
Assist in hiring and training of administrative staff
Organize logistics for employee transitions and onboarding Requirements:
Related general college diploma required
At least two years of experience in a similar role
Proficiency in French required
Robust customer focus and results-driven mindset
Ability to navigate complex client needs and foster excellent relationships Utilize your investment knowledge and interpersonal skills to excel as an Investment Assistant at Desjardins.

📌 Client Relationships Investment Assistant Laval
🏢 Desjardins Group
📍 Laval

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